May 18, 2024

How to Create a Report in Salesforce

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Creating reports in Salesforce is an essential task for monitoring the performance of your business processes. Salesforce reports provide valuable insights into various aspects of your sales operations, helping you make data-driven decisions. Here’s a step-by-step guide to help you create a report in Salesforce.

Step 1: Access the Report Module
First, navigate to the 'Reports' tab in Salesforce. If you don’t see this tab, you may need to customize your navigation bar or use the App Launcher to find it.

Step 2: Click on 'New Report'
Once on the Reports page, you will see a blue 'New Report' button. Click it to start creating your report.

Step 3: Choose the Type of Report
Salesforce will prompt you to select the type of report you wish to create from a list of available report types, such as Accounts, Contacts, Opportunities, Leads, and more. These report types are templates that correspond with Salesforce objects. Choose one that suits the data you want to analyze.

Step 4: Configure the Report
With the report type selected, you'll be taken to the report builder. Here you can add columns, group rows, create formulas, apply filters, and more. You can drag and drop fields from the left panel into the report preview area.

  • Columns: Choose the fields that you want to display as columns in your report.
  • Filtering: Apply filters to include only the records that meet your criteria.
  • Grouping: Group your data by a chosen field to organize your report and gain better insight.

Step 5: Run the Report
Before saving, you can run the report to preview your data. Click the 'Run Report' button to see how your report will look with real data.

Step 6: Save the Report
If you're satisfied with your report, click 'Save'. Provide a name and description for your report, and choose a report folder where you want to store it. This step is crucial as it helps you and others to locate the report later.

Step 7: Schedule or Share the Report
Optionally, you can schedule reports to run automatically at specified intervals. Additionally, you can share the report with other users or groups in your organization depending on the sharing settings of the folder.

Once you have created your report, you can use it to analyze patterns, identify opportunities for improvement, and share insights with your team. The powerful reporting features of Salesforce are designed to be user-friendly, ensuring that even users without technical expertise can create meaningful reports that contribute to successful business strategies.